Expense forecasts (form) [AX 2012]

Updated: March 28, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Project management and accounting > Inquiries > Forecasts > Expense.

–or–

Click Project management and accounting > Common > Projects > All projects. Select or open a project. On the Action Pane, on the Plantab, in the Forecast group, click Expense forecasts.

–or–

Click Project management and accounting > Common > Projects > Project contracts. Select or open a project contract. On the Action Pane, on the Plantab, in the Forecast group, click Expense forecast.

Use this form to enter expected expenses for a project. Expense information in this form is used for general budgeting purposes.

The following tables provide descriptions for the controls in this form.

Tab

Description

General tab

View additional identification information for individual expense lines.

Dates

View or enter the date.

Financial dimensions

View information about financial dimensions, such as the default dimensions and where the dimensions are used in account structures and advanced rule structures.

Button

Description

Edit

Update, copy, or delete forecast transactions.

General ledger preview

View the general ledger entries for the selected transaction.

Transfer quotation lines

Register quotation lines of the type Expense as expense forecast lines.

Trade agreement

Select to view records for a selected price and discount group.

Field

Description

Project date

Enter the date for the expected cost.

Project ID

Enter the project ID. By default, the current value from the Projects window appears. It can be changed.

Category

Specify the category for the expected cost.

Worker

The name of the worker.

Description

Enter transaction text. This field is optional.

Cost price

Enter the expected cost price.

Sales currency

The currency the customer will be invoiced. The default is the currency specified for the project contract.

Sales price

Enter the sales price you expect to charge your customer.

Line property

The line property that the budget transaction is attached to.

Budget type

The type of budget information that this forecast holds.

  • Original - The forecast holds the budget amount first committed.

  • Remaining - The forecast holds the budget amount remaining. This amount is reduced by transactions and increased or decreased by budget revisions.

  • Revision – The forecast holds the amounts by which a remaining budget was changed.

  • None – The forecast is not used for budget control.

Forecast model

Enter the budget model for the record. The default model is retrieved from the parameter settings.

Transaction ID

Identification of transaction.

Quantity

Enter the quantity for the expense cost.

Exchange rate

Specify the expense cost in the foreign currency.

Active

By default, this check box is selected. Clear this check box to specify that the forecast record should not be employed in the budget.

Modified By

The last user to update the transaction.

Method

Select one of the following allocation methods:

  • None - No method is used and the budgeting record is perceived as a whole record.

  • Period key - Budgeting records are allocated by fixed intervals, and the amounts are defined by the period allocation setup.

Quantity

Enter the number of units that make up the total cost of the expense transaction.

Unit

Select the unit for the appropriation procedure.

End date

Enter the ending date of the appropriation period.

Period key

Select the period key that you want to use for appropriating budgeting records. By using the period key, you divide the current budget record specified by the period-key setup.

Stop

Select this check box if you do not want the current transaction to be included in the appropriation.

Allocation key

Identification of allocation key.

Invoice date

View the forecasted invoice date. The invoice date calculated for forecast transactions depends on the invoice frequency defined on the project contract.

Elimination date

View or change the elimination date. When the forecast is created, the elimination date is set to the end date of the project's estimate date. If the project has no end date, the project date is applied. The elimination date applies to fixed-price projects and investment projects.

Cost payment date

Expected payment date of the cost.

Sales payment date

Expected payment date of the revenue.

Default financial dimensions

The default financial dimensions for the main account. When you select a financial dimension value, the Where the %1 dimension is used field group displays where the dimension is used in account structures and advanced rule structures.

Where the %1 dimension is used

The account structures and advanced rule structures that use the financial dimensions that you selected in the Financial dimensions or Default financial dimensions field group.

NoteNote

The name of the field depends on the selection in the Financial dimensions or Default financial dimensions field group.


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